on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing.../tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business...
: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team... the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using...
and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering..., we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary...
TECH PRIVATE INVESTMENT FUNDS ASSOCIATE ATTORNEY Locations: Boston, MA | Los Angeles, San Francisco, Silicon Valley..., CA HYBRID Our client, a premier AmLaw 25 firm, is seeking a driven mid-level Associate Attorney to join its Private Investment...
clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London...’s offering: * to grow existing client relationships via industry and practice group business development efforts and client teams...
decisions, prioritized AI capabilities, and major change initiatives Develop deep, trust-based advisor relationships with key... client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment...
clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London... problems. Supports and demonstrates fluency in the Firm’s Trusted Advisor and Proactive Assistance programs. Demonstrates...
AND MARKETING Contributing to client growth and retention by assessing business opportunities and leading business planning... representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK MANAGEMENT Acting as an independent advisor...
Tax Manager – Public Accounting Firm (Confidential Search) 📍 Location: Boston, MA (multiple office locations) 💼... Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client...
and transformation initiatives to enhance advisor experience and client outcomes. Lead cross-functional collaboration across product... Serve on the Insurance Leadership Team (ILT) and act as a strategic advisor to executive stakeholders. Champion innovation...
clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London... problems. Supports and demonstrates fluency in the Firm’s Trusted Advisor and Proactive Assistance programs. Demonstrates...
, staffing and budget ownership, and client deliverables. Serve as strategic advisor to clients, while leading team members... environmental consulting industry and in a variety of sectors and geographies. We are looking for individuals, based in our Boston...
Coordinator provides client services by assisting users with their video-enabled events; and ensures that the events experience.../video-enabled event requests on a timely basis Scheduling, managing, and hosting large-scale Zoom events Act as an advisor...
, staffing and budget ownership, and client deliverables. Serve as strategic advisor to clients, while leading team members... environmental consulting industry and in a variety of sectors and geographies. We are looking for individuals, based in our Boston...
Job Category: Client Sales Job Description: Working at 55ip means standing at the intersection of finance... barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built...
client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility... Management in Seaport — Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make...
customer accounts by nurturing strategic, trusted-advisor relationships. Your focus will be on deeply understanding customer... across multiple levels of client organizations, including executive leadership. Gain a deep understanding of each customer...
functions as an “extension of staff” and is a trusted advisor to its clients. As your partner and advocate at every step... as have strong communication and client service skills. Field Representative - SIS Required Qualifications: Computer knowledge and efficiency...
About Us CMB is a full-service custom market research and strategy firm based in Boston. As a Top 25 Insights..., playing a key role in our pursuit of smarter, faster, and more effective insights. Reporting to the SVP of Client Services...
: Boston, MA Position Type: Full time Requisition ID: JR100091 Description: We do Consulting Differently The BRG... is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work...